Work Functional Area - Revision history

Swartzell-Phil: /* Related Areas */

2017-07-18T20:38:46Z

‎Related Areas

Larson-rodger: /* Actions */

2016-04-21T16:50:46Z

‎Actions

Larson-rodger at 14:08, 21 April 2016

2016-04-21T14:08:43Z

Larson-rodger: /* Work Requests Landing Page */

2016-04-21T14:00:45Z

‎Work Requests Landing Page

Larson-rodger: /* Actions */

2016-04-20T19:57:40Z

‎Actions

Larson-rodger at 18:56, 20 April 2016

2016-04-20T18:56:39Z

Larson-rodger at 19:55, 19 April 2016

2016-04-19T19:55:52Z

Larson-rodger: /* Quick Actions */

2016-04-15T14:52:27Z

‎Quick Actions

Larson-rodger: /* Quick Actions */

2016-04-14T16:39:41Z

‎Quick Actions

Larson-rodger: /* Step-by-Step Help */

2016-04-14T16:38:31Z

‎Step-by-Step Help

@@ Line 166: / Line 166: @@
 *[[Asset Functional Area|Assets]]
 *[[Employee Functional Area|Employees]]
 * List of available [[List of Functional Area Reports#List of Functional Area Reports|Work Request]] Reports

@@ Line 52: / Line 52: @@
 |[[Step-by-Step Work Requests#Add New Work Request|Add New Work Request]]
 |[[File:add.png]]
-|'''Add''' - Create a new work request
+|'''Add''' (Also found on Work Requests dropdown)- Create a new work request
 |-style="vertical-align:top;"
@@ Line 62: / Line 62: @@
 |[[Mass Update Multiple Work Requests]]
 |[[File:MassUpdate.png]]
-|'''Mass Update''' - Quickly change a large set of work requests to new data
+|'''Mass Update''' (Also found on Work Requests dropdown) - Quickly change a large set of work requests to new data
 |-style="vertical-align:top;"
 |[[Call Center]]
 |[[File:CallCenter.png]]
-|'''Call Center''' - Create or Search for a Work Request, a Bed Cleaning or a Transport
+|'''Call Center''' - Create or search for a Work Request, a Bed Cleaning or a Transport
 |-style="vertical-align:top;"
@@ Line 77: / Line 78: @@
 |[[Delete Work Request]]
 |[[File:delete.png]]
-|'''Delete''' (Edit screen Option) - Delete a work request from the system.  '''Note: Deletions cannot be undone'''
+|'''Delete''' (Found on Edit screen) - Delete a work request from the system.  '''Note: Deletions cannot be undone'''
 |-style="vertical-align:top;"
 |[[Dispatch]]
 |[[File:MenuDispatch.png]]
-|'''Dispatch''' (on Work Requests Dropdown) - Edit Work Requests to assign to an employee. Schedule Dispatch and update status. See which employees have been assigned using the View Work Requests Roster.
+|'''Dispatch''' (Only found on Work Requests dropdown) - Edit Work Requests to assign to an employee. Schedule Dispatch and update status. See which employees have been assigned using the View Work Requests Roster.
 [[File:WorkRequest-HomeDispatch2.png]]
 |}
@@ Line 100: / Line 101: @@
 |[[Assign a Work Request]]
 |[[File:Login User.png|30px]]
-| '''Assign''' - assign an employee to a work request or change the assigned employee
+| '''Assign''' - Assign an employee to a work request or change the assigned employee
 |-style="vertical-align:top;"

@@ Line 1: / Line 1: @@
 ==Description==
-The Work Functional Area contains all of the information and actions necessary to manage work orders for your facility.  From this area, you can create new work orders, update status on existing work orders, and complete the work order when done.  You will also find the appropriate actions for scheduling and generating work orders. The following image is the Work Request button that takes you to the '''Work Requests''' landing page.
+The Work Functional Area contains all of the information and actions necessary to manage work requests for your facility.  From this area, you can create new work requests, update status on existing work requests, and complete the work request when done.  You will also find the appropriate actions for scheduling and generating work requests. The following image is the Work Request button that takes you to the '''Work Requests''' landing page.
 Click on the Work Request button to go to the '''Work Requests''' landing page.
@@ Line 73: / Line 73: @@
 |[[File:PrintButton.png]]
 |'''Print''' - Preview Work Requests. Print to paper or export to a file.
 |-style="vertical-align:top;"
 |[[Dispatch]]
 |[[File:MenuDispatch.png]]
-|'''Dispatch''' - Edit Work Requests to assign to an employee, schedule them and update status. See which employees have been assigned using the View Work Requests Roster.
+|'''Dispatch''' (on Work Requests Dropdown) - Edit Work Requests to assign to an employee. Schedule Dispatch and update status. See which employees have been assigned using the View Work Requests Roster.
 [[File:WorkRequest-HomeDispatch2.png]]
 |}
@@ Line 90: / Line 95: @@
 |[[Update Status of Work Request]]
 | [[File:Stop Clock.png|30px]]
-|'''Update Status''' - Update the status of a work order.  This is how you will record work that an employee does on a work order each day, including completing the work order when done.
+|'''Update Status''' - Update the status of a work request.  This is how you will record work that an employee does on a work request each day, including completing the work request when done.
 |- style="vertical-align:top;"
 |[[Assign a Work Request]]
 |[[File:Login User.png|30px]]
-| '''Assign''' - assign an employee to a work order or change the assigned employee
+| '''Assign''' - assign an employee to a work request or change the assigned employee
 |-style="vertical-align:top;"
 |[[Edit a Work Request]]
 |[[File:EditButton.png|30px]]
-| '''Edit''' - Brings up the full details of the work order on a new page and allows you to edit any and all fields of the work order.
+| '''Edit''' - Brings up the full details of the work request on a new page and allows you to edit any and all fields of the work request.
 |-style="vertical-align:top;"
 | [[Preview a Work Request]]
 | [[File:Preview.png|30px]]
-| '''Print Preview''' - Shows a print preview of the work order that can then be printed and handed to an employee
+| '''Print Preview''' - Shows a print preview of the work request that can then be printed and handed to an employee
 |}
 ==List Display==
-Your top 5 open work orders will be displayed sorted with the most recent on top.  The list shows the following fields:
+Your top 5 open work requests will be displayed sorted with the most recent on top.  The list shows the following fields:
 [[File:WRList.png]]
 {| class="wikitable" border="1"
 |-
-|'''Work Order Number'''
+|'''Work Request Number'''
-|The date and type of the work order
+|The date and type of the work request
 |-
 |'''@''' - The location of the work
-|'''Priority''' - The Priority of the work order
+|'''Priority''' - The Priority of the work request
 |-
-|'''Desc'''- The description of the work order
+|'''Desc'''- The description of the work request
 |'''Status''' - The current, most recent status of the work
 |-
@@ Line 158: / Line 159: @@
 |-style="vertical-align:top;"
 |[[File:FilterWorkRequest.png|Filters]]
-|'''Campus''' - If you have multiple campuses available to you this will allow you to select a specific one.  If you only have one campus available, you will not see this option<br />'''Request Date (From/To)''' - Specifies the request data range to view. See [[Date Range Filtering]] for more information<br />'''Building''' - Allows you to select a specific building to view.  '''Note:''' This is only available once you have selected a campus or if you only have security rights to one campus<br />'''Employee''' - Selects the Employee in Charge of the work request<br />'''Work Request Type''' - Selects a specific type to view<br />'''Status''' - Selects a specific work order status to view<br />'''Link Group''' - Selects only work orders that have an Asset assigned from a specific Link Group
+|'''Campus''' - If you have multiple campuses available to you this will allow you to select a specific one.  If you only have one campus available, you will not see this option<br />'''Request Date (From/To)''' - Specifies the request data range to view. See [[Date Range Filtering]] for more information<br />'''Building''' - Allows you to select a specific building to view.  '''Note:''' This is only available once you have selected a campus or if you only have security rights to one campus<br />'''Employee''' - Selects the Employee in Charge of the work request<br />'''Work Request Type''' - Selects a specific type to view<br />'''Status''' - Selects a specific work request status to view<br />'''Link Group''' - Selects only work requests that have an Asset assigned from a specific Link Group
 |}

@@ Line 7: / Line 7: @@
 [[File:MenuWorkRequests.png|80x80px]]
-== '''Work Requests''' Landing Page==
+== Work Requests Landing Page==
 Click on the Work Request button to go to the '''Work Functional Area''' landing page.
@@ Line 20: / Line 20: @@
 *PM Non LS Completion % - the percent of Non Life Safety Preventive Maintenance work requests completed last month.
-'''B. List Display -''' Lists the Work Requests as selected in the Filtering section<br />'''C. Filtering -''' Filters the work requests by the parameters selected.
+'''B. List Display -''' Lists the Work Requests as selected in the Filtering section
-==== Work Request Page Details [[File:Work Request HomeCallouts.png]] ====
+'''C. Filtering -''' Filters the work requests by the parameters selected.
 # Work Request Dropdown - View Work Requests
 # Work Requests Controls (Edit, Assign, Update Status, Print Preview)
@@ Line 70: / Line 77: @@
 |[[Dispatch]]
 |[[File:MenuDispatch.png]]
-|'''Dispatch''' - Edit Work Requests to assign to an employee, schedule them and update status. See which employee have been assigned using the View Work Requests Roster.
+|'''Dispatch''' - Edit Work Requests to assign to an employee, schedule them and update status. See which employees have been assigned using the View Work Requests Roster.
 [[File:WorkRequest-HomeDispatch2.png]]
 |}

@@ Line 45: / Line 45: @@
 |[[Step-by-Step Work Requests#Add New Work Request|Add New Work Request]]
 |[[File:add.png]]
-|'''Add''' - create a new work request
+|'''Add''' - Create a new work request
 |-style="vertical-align:top;"
 |[[Generate Monthly Work Requests]]
 |[[File:schedule.png]]
-|'''Generate''' - generate the monthly preventive work requests that need done based on [[Asset maintenance text]]
+|'''Generate''' - Generate the monthly PMs (preventive maintenance) work requests that need to be done based on [[Asset maintenance schedule]]
 |-style="vertical-align:top;"
 |[[Mass Update Multiple Work Requests]]
 |[[File:MassUpdate.png]]
-|'''Mass Update''' - quickly change a large set of work requests to new data
+|'''Mass Update''' - Quickly change a large set of work requests to new data
 |-style="vertical-align:top;"
 |[[Call Center]]
 |[[File:CallCenter.png]]
-|'''Call Center''' - Search for a Work Request, a Bed Cleaning or a Transport
+|'''Call Center''' - Create or Search for a Work Request, a Bed Cleaning or a Transport
 |-style="vertical-align:top;"
 |[[Print]]
 |[[File:PrintButton.png]]
-|'''Print''' - sort and print
+|'''Print''' - Preview Work Requests. Print to paper or export to a file.
 |}

@@ Line 2: / Line 2: @@
 The Work Functional Area contains all of the information and actions necessary to manage work orders for your facility.  From this area, you can create new work orders, update status on existing work orders, and complete the work order when done.  You will also find the appropriate actions for scheduling and generating work orders. The following image is the Work Request button that takes you to the '''Work Requests''' landing page.
 [[File:MenuWorkRequests.png|80x80px]]
@@ Line 16: / Line 18: @@
 *PM LS Completion % - the percent of Preventive Maintenance Life Safety work requests completed last month.
-*PM Non LS Completion % - the percent of Non Life Safety Preventive Maintenance work requests completed last month.<br />
+*PM Non LS Completion % - the percent of Non Life Safety Preventive Maintenance work requests completed last month.
-−
-'''B. [[Work Functional Area#List Display|List Display]]'''<br />
-−
-'''C. [[Work Functional Area#Filtering|Filtering]]'''<br />
-'''D. [[Work Functional Area#Actions|Actions]]'''<br />
+'''B. List Display -''' Lists the Work Requests as selected in the Filtering section<br />'''C. Filtering -''' Filters the work requests by the parameters selected.
-'''E. [[Work Functional Area#Quick Actions|Quick Actions]]<br />
+==== Work Request Page Details [[File:Work Request HomeCallouts.png]] ====
 == Step-by-Step Help ==